Portcullis Financial Planning

At Portcullis Financial Planning, the team is dedicated to building long-term relationships with clients, based on trust, transparency, and excellent service. The company’s mission is to help clients achieve financial peace of mind and reach their financial goals, whatever they may be.

Latest news

Investing in 2026: Opportunity ahead in a changing world?

Investors enter 2026 with cautious optimism as inflation, trade tensions and geopolitical uncertainties persist. Data centres may sustain growth opportunities despite concerns about an AI bubble. The IMF predicts uneven global growth, so diversification will remain key this year.

Home and Property

House Prices – what to expect in 2026 and beyond

What does Savills’ latest five year forecast shows for UK house-price growth. Northern regions are set to outperform, while London lags. Buyers, movers and investors will each face very different market conditions in the years ahead.

Economy

News in Review

This week's edition covers Scotland's draft Budget and subdued UK house prices as year-end data emerges

General Financial

Looking ahead: A new year, a clear plan

Start 2026 with a clear plan and peace of mind. We’re here to help you protect and grow your wealth with clarity and purpose, whether that means reviewing investments, revisiting pension arrangements or preparing for key milestones.

Guides

An Introduction to Investing for Children

We all want our children to have the best possible start in life. But how best to achieve it? Investing offers the potential for strong returns, especially if you start early. This guide considers the options, highlighting the importance of assessing your objectives, making an investment plan and suggests the top tips for investing for maximum tax-efficiency.

Guides

An Introduction to Investing

As we move through life, events such as marriage, property purchase, starting a family, starting a business, retirement and inheritance impact our financial needs and plans. This guide focuses on investing, about why you should invest, your attitude to risk, diversification and strategy, and why it’s important to take a long-term view.

Guides

An Introduction to Intergenerational Financial Planning

The generational wealth gap has become all too clear, the baby boomer generation now hold around 80% of all UK private wealth, while today’s younger generation face significant obstacles to accumulating wealth.